Roxbury Capital Management LLC is a large advisory firm based in Minnetonka. It manages $594.45 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Georgia, and 12 other states.
Roxbury Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Roxbury Capital Management LLC is $594.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Roxbury Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Roxbury Capital Management LLC performs its advisory services is located at 6001 Shady Oak Road, Minnetonka, MN 55343, which is also the mailing address of the firm. An additional office of the firm is in Hinsdale, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-230-6140 or by fax 952-230-6141. The normal business hours are 7:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at roxburyfunds.com/.